MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$3.39M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

1
+$4.46M
2
+$2.3M
3
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

Sector Composition

1 Technology 16.15%
2 Energy 12.07%
3 Financials 9.16%
4 Consumer Discretionary 5.29%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$170K 0.03%
14,800
177
$157K 0.02%
17,936
178
$115K 0.02%
14,974
179
$59.7K 0.01%
10,000
180
$39.9K 0.01%
28,486
181
– –
-9,118
182
– –
-1,562
183
– –
-1,337
4 5 6 7
8